UNION SQUARE FINANCIAL SERVICES, LLC

Financial Planning is a continuous process that never ends by integrating and coordinating the ongoing process of managing a person’s financial concerns.  Union Square Financial Services can fulfill that role by helping clients organize their goals in a priority listing of objectives.  Working together, we can then suggest ways for clients to achieve those objectives and fulfill their personal wants and desires.

An engagement for financial planning services includes the following basic components:

• Establishing and defining the scope of the relationship
• Gathering client data
• Analyzing and evaluating a client’s current status
• Developing recommendations and alternatives
• Implementing those plans
• Monitoring goal achievement